At Fiera Capital Private Wealth, we adopt a consultative process to determine a client’s risk tolerance and investment needs. Helping clients achieve their investment goals is our most important job.
Customized investment policy and strategy
The Investment Policy Statement (IPS) is a guiding document for your portfolio that serves as a framework for investment decision-making, ensuring discipline and consistency.
Your Investment Policy:
- Establishes the strategic asset allocation targets and ranges for tactical moves reflecting your risk/return profile.
- Ensures all parties are in agreement on how the portfolio will be managed.
- Specifies any limitations to be placed on any asset classes or specific securities.
Strategic and tactical asset allocation
Diversified and unique investment platform
Utilizing non-traditional asset classes with low correlation can provide a further reduction in overall risk and a more sustainable return pattern.